We’re not here to give you fluff.
We’re here to give you systems, language, and leadership tools that actually work — especially in the moments that matter most.
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Whether you're hiring your first team member or rebuilding after burnout, this is where real resources meet real integrity. Created by Dr. Daisy Monterroso — therapist, business owner, and no-BS systems builder — every tool here has been used, tested, and lived.
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These aren’t templates. They’re your shortcuts to clarity, confidence, and calm.
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Take what you need. Make it your own. Build something you're proud of.
Drake’s Academy is here to support private practice owners and small business leaders as they grow, lead, and serve their communities.
We believe in showing up for each other — especially in the messy, uncertain moments that shape what comes next.
Ready to learn and grow?
Below are our current and pending materials to help support you and your continued growth!
Know who you’re hiring — without sounding robotic.
This structured yet human-centered interview form walks you through the entire hiring conversation — from licensure and availability to relational alignment and supervision fit. It’s the exact form we use in our real-life interviews.
You’ll get:
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Fully structured clinical interview form (fillable PDF or print)
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Grouped questions for clinical background, values, supervision, and logistics
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Specialized questions for working with kids, parents, and teams
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Aligned for therapists, RBTs, case managers, and wellness professionals
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Clean layout with room for notes and rating if needed
Price:
💰 $20
Interview with intention — not just hope.
This guide includes over 30 role-play prompts and observation notes to help you hire clinicians who are clinically sound, emotionally grounded, and aligned with your culture. Perfect for interviews, onboarding, or training.
You’ll get:
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20 general clinical mock scenarios (with full prompts)
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5 child-specific sessions (for early intervention or play-based roles)
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5 parent-facing situations (boundary setting, collaboration)
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5 peer conflict scenarios (co-worker tension, professionalism)
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Observation tips: what to watch for in energy, tone, and repair
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Printable PDF ready to use with your team
Price:
💰 $20
Help clients feel secure—even when you’re handing off care.
When you transition a client to another clinician, the words you choose matter. This toolkit gives you the exact scripts, responses, and mindset language to preserve trust, reduce drop-off, and set your team up for success.
You’ll get:
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Ready-to-use email and verbal scripts for handing off clients
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5 variations for different tones and scenarios
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FAQ prep guide for client concerns (“Why can’t I just work with you?”)
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Phrases for front desk, DMs, and initial outreach
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Leadership reminders to model confidence, not guilt
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Professional, printable PDF format
Price:
💰 $30
Hire with Heart: The Essentials Bundle for Values-Driven Teams
You’re not just building a team. You’re building trust, with your clients, your community, and your mission.
This five-part toolkit gives you the exact materials to hire with clarity, confidence, and alignment.
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What’s Included:
🫱 The Trust Transfer Script
🗣 Clinical Interview Questions
🎥 Mock Session Preparation
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Board Guides:
🫱 Incoming Applicant Board Guide
🗣Applicant Board Guide
Don't just hope they’re good. See it for yourself.
This prep kit helps you assess clinical skill before the hire, with clear prompts, evaluation pointers, and alignment checks.
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💰 Normally $110
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BUNDLE:
$99.00 (Save 20 when you Bundle)
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Pre-Order Today! Ready March 15th
Cost: $123. 75
PREORDER - $99.00
If your practice still runs on memory, sticky notes, inbox flags, or a never-ending group chat — this is your reset.
This structured, step-by-step guide walks you through how to build the central operating system of your business — from defining workflows and clarifying ownership to creating boards that move information forward without chaos.
You’ll get:
• A clear explanation of what a Motherboard actually is — and why most practices operate without one
• Step-by-step guidance on defining processes before ever touching a platform
• Frameworks for identifying decision points, required fields, statuses, ownership, and completion signals
• Clear terminology that eliminates confusion and creates shared language across your team
• Real examples of how forms feed boards — and how boards move work forward into action
• A breakdown of how to reduce decision fatigue and transfer leadership from your brain into a visible system
• Reflection exercises to align your systems with your values, long-term vision, and growth goals
• A method for testing, reviewing, and modifying systems so they evolve with your company
• A structure that shifts you from operator-of-everything to leader-of-something-sustainable
This is not about learning software.
It is about learning how to think in systems.
Because when your team understands the workflow, defines the statuses, and can move a process forward without asking you what to do next — you are no longer running a business from memory.
You are leading one with structure.
And that is where clarity begins.
Cost: $998.75
PREORDER - $799
The system behind the scenes of every practice that actually collects what it earns.
If your billing still lives in spreadsheets, scattered reports, memory, or reactive follow-ups — this is your reset. The Billing Essentials Board Guide brings structure to the financial side of your practice so nothing is missed, delayed, or quietly lost.
This guide walks you through building a visible, organized billing infrastructure — from claim tracking and payroll oversight to debt management, reconciliation, credentialing, and compliance audits. Instead of scrambling to figure out what was paid, what is pending, or what is missing, you’ll operate from clarity.
You’ll get:
• A structured billing manager report that functions like a weekly financial command center
• Systems for tracking outstanding balances, unpaid debt, and cancellation fees
• Organized billing tickets and late render monitoring to prevent reimbursement delays
• Diagnosis submission workflows to ensure ICD-10 clarity and clinical oversight
• Payroll summaries that support clean, accurate processing
• Credentialing and benefits tracking to reduce authorization errors
• Insurance audit request management for compliance protection
• Expected payment forecasting so you can predict cash flow
• ERA and bank deposit reconciliation systems to confirm what was processed versus what was deposited
This is not just about billing.
It is about financial visibility.
When your billing systems are structured:
You stop guessing about revenue.
You stop chasing missing money blindly.
You stop discovering problems months later.
You lead with data instead of stress.
This is the financial backbone of a sustainable group practice.
Cost: $2,498.75
PREORDER- $1,999.00
The system behind the scenes of every business that actually works.
If your practice still runs on memory, sticky notes, or a never-ending group chat — this is your reset. The Motherboard is the full back-end infrastructure used to run a multi-location therapy business with clarity, consistency, and zero guesswork.
You’ll get:
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A complete breakdown of the essential workflows every growing practice needs: referrals, intakes, billing tickets, clinical reviews, team onboarding, document tracking, and more
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Board-by-board system layouts designed for Monday.com but adaptable to any platform
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Column-by-column explanations with suggested automations and team assignments
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SOP-ready language and workflow templates you can plug into your operations today
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Real strategies for scaling without burning out — delegation, transparency, and accountability built in
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Built by Dr. Daisy Monterroso and used across her multi-site mental health & ABA practice
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Delivered as a beautifully structured PDF you’ll reference again and again
Cost: $906.25
PREORDER - $725.00
The complete operating system for running a multi-provider therapy or ABA practice — without chaos.
If your practice still runs on memory, sticky notes, inbox flags, or a never-ending group chat, this is your reset. The Group Practice Essentials brings every core workflow into one structured, visible system — from client onboarding and authorizations to supervision audits, cancellations, staff availability, compliance tracking, and leadership feedback.
This is not just a collection of boards.
It is the infrastructure behind a practice that actually works.
Inside, you’ll get organized systems for:
• Active client tracking and caseload oversight
• New client coordination and onboarding workflows
• Insurance authorization monitoring and renewals
• Intake documentation and pre-service processes
• Seasonal scheduling and staff availability planning
• Supervision audits and compliance tracking
• Clinical quality reviews and treatment plan audits
• Cancellation monitoring and billing protection
• Staff feedback, leadership surveys, and culture reinforcement
• Required training and CEU completion tracking
Every board is designed to reduce decision fatigue, clarify ownership, and move information forward without guesswork.
When your systems are visible:
Your team stops asking what to do next.
Your leadership becomes strategic instead of reactive.
Your practice becomes scalable without burning you out.
This is the structure that turns a growing practice into a sustainable group model.
Cost: $623.75
PREORDER - $499.00
The structure that protects your practice before an audit ever happens.
Most practices prepare for audits when they receive a letter.
Strong practices prepare every week.
The Essentials for Surviving an Audit system is designed to make audits predictable, manageable, and far less intimidating. Instead of scrambling for documentation, pulling old notes, or retroactively fixing errors, this guide builds continuous oversight into your daily operations.
This is not panic-mode preparation.
It is proactive compliance.
Inside, you’ll build systems for:
• Ongoing Notes Audits to ensure documentation meets payer and regulatory standards
• Insurance Audit Request tracking to manage deadlines, document submissions, and communication with carriers
• Structured review processes that identify missing signatures, late renders, or incomplete documentation before they become liabilities
• Clear ownership of audit-related tasks so nothing sits in limbo
• Organized storage and tracking of requested records
When your compliance systems are visible:
You stop fearing the audit letter.
You stop rushing to fix months of documentation overnight.
You stop wondering if something was missed.
You operate with confidence because oversight is built into your workflow.
This is not just about surviving an audit.
It is about running a practice that is always ready.
Cost: $623.75
PREORDER - $499
The structure that protects your practice before an audit ever happens.
Most practices prepare for audits when they receive a letter.
Strong practices prepare every week.
The Essentials for Surviving an Audit system is designed to make audits predictable, manageable, and far less intimidating. Instead of scrambling for documentation, pulling old notes, or retroactively fixing errors, this guide builds continuous oversight into your daily operations.
This is not panic-mode preparation.
It is proactive compliance.
Inside, you’ll build systems for:
• Ongoing Notes Audits to ensure documentation meets payer and regulatory standards
• Insurance Audit Request tracking to manage deadlines, document submissions, and communication with carriers
• Structured review processes that identify missing signatures, late renders, or incomplete documentation before they become liabilities
• Clear ownership of audit-related tasks so nothing sits in limbo
• Organized storage and tracking of requested records
When your compliance systems are visible:
You stop fearing the audit letter.
You stop rushing to fix months of documentation overnight.
You stop wondering if something was missed.
You operate with confidence because oversight is built into your workflow.
This is not just about surviving an audit.
It is about running a practice that is always ready.
Cost: $623.75
PREORDER - $499
Your first steps to private practice — without the overwhelm.
This structured, step-by-step guide walks you through the foundational moves of building your business — from legally registering your practice to choosing a bank, hiring your first team member, and setting up your first office.
You’ll get:
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A clear checklist to register your business, get your EIN, and open a business account
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Guidance on renting vs. waiting — and how to evaluate your space needs
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Budgeting tips and foundational marketing ideas to attract aligned clients
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Hiring strategy for admin vs. clinicians — and when to start
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Templates for email, job postings, and values-based messaging
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Printable PDF that brings structure without the burnout
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